Doc Jones – Value Proposition In Omai, Excellon, Magna, Emerita, Peyto, and Birchcliff
Doc Jones, private activist resource investor and influencer on Ceo.ca and X/Twitter, joins us for his outlook on the precious metals, critical minerals, and energy sector and the related resource stocks he is heavily positioned in his portfolio, that have had significant newsflow in the recent past towards development of their projects.
We start off getting the key macroeconomic factors that have him bullish on both gold and silver, and why he believes their pricing moves to the upside over this year can be maintained and continue to reach higher levels.
We review the newsflow and recent milestones from Omai Gold Mines (TSXV: OMG) (OTCQB: OMGGF), and the anticipated value drivers for 2025 in this gold exploration and development company operating in Guyana. He focuses in on drilling at both Wenot and Gilt Creek, and the updated resource estimate and combined economic study as coming catalysts. With regards to silver and gold exposure, he has gotten positioned in Excellon Resources Inc. (TSXV: EXN) (OTC: EXNRF) due to their recent acquisition of the past producing Mallay Silver Mine in Peru, to move it back into production. The Company is also advancing a portfolio of gold, silver and base metals assets including the Kilgore Project, an advanced gold exploration project in Idaho that has compelling economics at today’s PM prices.
Shifting over to critical minerals, Doc Jones highlights his long-standing interest and key portfolio position in Magna Mining (TSX.V: NICU) (OTCQB: MGMNF), which has now moved into copper production, with solid nickel and PGM co-credits at their McCreedy West Mine in Sudbury, Ontario. Another key portfolio position in the critical minerals with copper, zinc, gold, and silver is Emerita Resources (TSX.V: EMO) (OTCQB: EMOTF). The company has had continued encouraging polymetallic metallurgical results and successful exploration expanding in mineralization in multiple areas at their flagship IBW Project. He also outlined that the pending legal proceedings on the Aznalcollar zinc-lead-silver Project as another potential value driver.
Wrapping up we shifted over to traditional energy getting his outlook on both oil and natural gas, but why he is favoring investing in Canadian nat gas companies like Peyto Exploration & Development Corp. (TSX: PEY) and Birchcliff Energy Ltd. (TSX: BIR) due to the uptick in underlying natural gas prices he is anticipating in the year to come. He goes on to highlight the benefits of picking up energy stocks that pay investors good dividends while they are waiting for higher eventual equity prices.
*In full disclosure, Doc Jones holds a position in these companies discussed at the time of this recording, but is not compensated by any company to market them. These are simply his views and opinions as to why he likes investing in them, but this is not investment advice.
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Canada risks missing out on billions in mining revenue without swift policy changes
Darren MacDonald – CTV News – June 13, 2025
“Canada must find a way to fast-track critical minerals production without cutting corners on Indigenous rights and environmental protections, according to new research from the Canadian Climate Institute. Otherwise, we will lose out on multi-billion dollars of economic activity as demand for copper, nickel, lithium, graphite, cobalt, and rare earth elements soars in the coming years.”
“Spending of up to $65 billion is required to increase production of the critical minerals to meet global demand,” the report said.
The Coming Gold Miner Buyout Boom, In One Chart
John Rubino – Substack – Jun 14, 2025
“This combination of falling production and rising costs is ominous for companies that want to grow rather than shrink going forward. But it’s being papered over by the fact that gold is soaring, thus allowing these miners to generate strong cash flow despite their operating issues.”
“Put another way, unless we assume a rising gold price forever, today’s excellent earnings aren’t sustainable. Declining production indicates that miners are digging up more gold than they’re discovering, while rising costs imply that new ounces are harder and more expensive to get.”
“So…combine copious cash flow with the above production and cost trends, and you get a lot of highly motivated executives looking for ways to prevent their companies from self-cannibalizing.”
“The obvious solution? Buy new, low-cost reserves from explorers and junior miners that have them. And do it quickly, before the highest quality properties are snapped up. Here’s a partial list of recent deals:”
https://rubino.substack.com/p/the-coming-gold-miner-takeover-boom
Thanks for a great interview posted on Sunday with Doc. Great info .
Much appreciated lakedweller2. Yes, Doc Jones always has interesting analysis to share with us.
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‘We’re still early’ – Americans have barely begun rotating into gold, silver, and the miners – Van Eck and Sprott CEOs
By Ernest Hoffman – Kitco News – June 12, 2025
“With gold in the midst of a multi-year rally punctuated by a series of all-time highs, and with silver and platinum now breaking out, one would think that the metals and the miners would be seeing massive investment inflows. But according to the CEOs of two of the biggest precious metals and mining ETF issuers, Americans have barely dipped their toes in the water.”
https://www.kitco.com/news/article/2025-06-12/were-still-early-americans-have-barely-begun-rotating-gold-silver-and